AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
Brian Joseph Rellihan

Brian Joseph Rellihan

CFP®
WISE WEALTH PARTNERS
PHOENIX, AZ
·CRD# 4265943·23 years experience

Professional Summary

Brian Joseph Rellihan, CFP® is a registered financial advisor currently at WISE WEALTH PARTNERS, LLC located in Phoenix, Arizona. Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Brian has worked at 11 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
View profile
Timothy Christopher Hughes
Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Timothy Christopher Hughes
Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Timothy Christopher Hughes
Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Timothy Christopher Hughes
Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#

Credentials

CFP®
Certified Financial PlannerSince 2007

Years of Experience

23 years in the financial services industry

Current & Past Employments

WISE WEALTH PARTNERS, LLC·CRD# 311639
RIA
2375 E. Camelback, Ste. 600, Phoenix, AZ 85016
February 4, 2021 - Present
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC·CRD# 20472
RIA
Phoenix, AZ
July 31, 2013 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC·CRD# 20472
BD
Phoenix, AZ
July 19, 2013 - November 13, 2020
NATIONWIDE INVESTMENT SERVICES CORPORATION·CRD# 7110
BD
Phoenix, AZ
July 28, 2010 - July 1, 2013
PUBLIC SAFETY FINANCIAL/GALLOWAY·CRD# 141091
RIA
Mesa, AZ
July 21, 2008 - July 19, 2010
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Mesa, AZ
June 30, 2008 - July 23, 2010
CETERA ADVISORS LLC·CRD# 10299
RIA
Phoenix, AZ
October 10, 2007 - June 27, 2008
CETERA ADVISORS LLC·CRD# 10299
BD
Phoenix, AZ
September 14, 2007 - June 27, 2008
EDELMAN FINANCIAL ENGINES·CRD# 104510
RIA
Phoenix, AZ
October 19, 2004 - June 5, 2007
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
BD
Lincoln, NE
May 13, 2004 - May 28, 2004
1ST GLOBAL CAPITAL CORP.·CRD# 30349
BD
Dallas, TX
January 22, 2004 - April 7, 2004
AMERIPRISE ADVISOR SERVICES, INC.·CRD# 5979
BD
Detroit, MI
April 2, 2001 - April 25, 2002
BROOKSTREET SECURITIES CORPORATION·CRD# 14667
BD
San Juan Capistrano, CA
January 26, 2001 - March 13, 2001

Similar Advisors

Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Timothy Christopher Hughes
Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#

Current Firm

WW
WISE WEALTH PARTNERS, LLC

WISE WEALTH PARTNERS, LLC

CRD#: 311639 / SEC#: 801-129659
RIA
Registered Investment Advisory firm - SEC (3/8/2024 Approved)
Arizona
Registered Investment Advisory firm - Arizona (3/14/2024 Terminated)
California
Registered Investment Advisory firm - California (4/13/2024 Terminated)
Texas
Registered Investment Advisory firm - Texas (3/14/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2375 E. Camelback, Ste. 600, Phoenix, AZ 85016

Phone Number

(480) 866-0200

# of Employees

2

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 - WRAP FEE BROCHURE (3/3/2026)

Regulatory Assets Under Management

Total Number of Accounts

210

AUM (Assets Under Management)

$153,452,564

Similar Advisors

Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Timothy Christopher Hughes
Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Wise Tax Partners; investment related: No; Location: 10004 N 1st Dr phoenix AZ 85021 United States; Position Title: Owner/Enrolled Agent; Responsibilities Duties: Income tax preparation; Start date: 2023-01-01; Hours per month during trading hours: 1; Hours per month outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 5 2) JJ Swart ; Investment related: Yes; Location: 17220 N Boswell Blvd Ste 103 Sun City, AZ 85373; Description: Tax and accounting ; Position Title: Tax preparer; Responsibilities Duties: Income tax preparation; Start date: 2021-02-01; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 10% 3) Rental homes; Investment related: No; Location: 10004 N 1st Dr Phoenix AZ 85021; Description: Address of business is my residence where I manage three rental homes: 4746 E Angela Dr Phoenix, AZ 85032, 4750 E Angela Dr Phoenix, AZ 85032, 28 Spring Creek Lane Galena, IL 61036; Position Title: Owner; Responsibilities Duties: Property management; Start date: 2006-01-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 15% 4) Grand Canyon University; Investment related: No; Location: 3300 W Camelback Rd Phoenix AZ 85017; Description: Higher education, accredited post-secondary education; Position Title: Adjunct Professor of Finance; Responsibilities Duties: Teaching college level finance; Start Date: 2023-05-24; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: .5%

Similar Advisors

Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Timothy Christopher Hughes
Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WISE WEALTH PARTNERS, LLC

WISE WEALTH PARTNERS, LLC

CRD#: 311639 / SEC#: 801-129659
RIA
Registered Investment Advisory firm - SEC (3/8/2024 Approved)
Arizona
Registered Investment Advisory firm - Arizona (3/14/2024 Terminated)
California
Registered Investment Advisory firm - California (4/13/2024 Terminated)
Texas
Registered Investment Advisory firm - Texas (3/14/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Arizona
(2/4/2021)
IAR
California
(11/30/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2013About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2007About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Aug 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2007About the Series 7 exam

Similar Advisors

Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Timothy Christopher Hughes
Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Brian Joseph Rellihan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Joseph A Di Vito JR
Joseph A Di Vito JR

RBC CAPITAL MARKETS, LLC

Scottsdale, AZ · CRD#
Timothy Christopher Hughes
Timothy Christopher Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

Scottsdale, AZ · CRD#
Julie Ann Danapilis
Julie Ann Danapilis

VANGUARD MARKETING CORPORATION

SCOTTSDALE, AZ · CRD#
Luke Kacer
Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

Tucson, AZ · CRD#
Brian Joseph Rellihan
Follow Brian
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required